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Herold Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Herold Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$351K Buy
4,888
+832
+21% +$61.8K 0.08% 204
2025
Q4 		$294K Sell
4,056
-1,712
-30% -$125K 0.07% 207
2025
Q3 		$424K Sell
5,768
-4,920
-46% -$353K 0.1% 175
2025
Q2 		$748K Sell
10,688
-40
-0.4% -$2.63K 0.16% 144
2025
Q1 		$694K Sell
10,728
-68
-0.6% -$4.56K 0.15% 153
2024
Q4 		$713K Buy
10,796
+1,624
+18% +$110K 0.16% 150
2024
Q3 		$605K Sell
9,172
-184
-2% -$11.6K 0.13% 171
2024
Q2 		$566K Sell
9,356
-28
-0.3% -$1.7K 0.13% 168
2024
Q1 		$586K Sell
9,384
-1,140
-11% -$67.4K 0.14% 158
2023
Q4 		$612K Sell
10,524
-1,072
-9% -$57.3K 0.17% 139
2023
Q3 		$604K Sell
11,596
-1,092
-9% -$59.9K 0.18% 137
2023
Q2 		$698K Sell
12,688
-44
-0.3% -$2.31K 0.21% 123
2023
Q1 		$671K Buy
12,732
+3,472
+37% +$185K 0.23% 109
2022
Q4 		$472K Buy
9,260
+932
+11% +$47.5K 0.2% 120
2022
Q3 		$391K Hold
8,328
– – 0.19% 129
2022
Q2 		$410K Hold
8,328
– – 0.18% 132
2022
Q1 		$495K Sell
8,328
-10,116
-55% -$593K 0.18% 130
2021
Q4 		$1.17M Sell
18,444
-344
-2% -$21.6K 0.46% 77
2021
Q3 		$1.11M Buy
+18,788
New +$1.14M 0.43% 75

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Herold Advisors's VO Position: Q1 2026 in Review

Herold Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 21% in Q1 2026, buying an estimated $61.8K and bringing the position to 4,888 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #204.

Herold Advisors first reported a position in VO in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.17M in Q4 2021. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Herold Advisors held 4,888 shares of Vanguard Mid-Cap ETF worth $351K as of Q1 2026.
  • Herold Advisors bought 832 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $61.8K.
  • Vanguard Mid-Cap ETF made up 0.08% of Herold Advisors's portfolio in Q1 2026, its #204 holding.
  • Herold Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's Vanguard Mid-Cap ETF position peaked at $1.17M in Q4 2021.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.